Fireside Alpha
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$QCOM CFO says its Amazon deal strengthens the path to Qualcomm’s data-center targets, while progress in “new areas” could drive a beat--and expects it to be reflected in the stock
“And we’ve given proof points now. We just talked about an Amazon deal. Very excited to discuss
“And we’ve given proof points now. We just talked about an Amazon deal. Very excited to discuss
1:00Fireside Alpha@firesidealpha · Oct 7$QCOM Qualcomm CFO reveals Meta will introduce a watch alongside its AI glasses, and says multiple frontier labs and hyperscalers will launch personal AI devices in the next six to nine months, including cameras and microphones on employee badges
Michael Sikand: “I’d be curious
Michael Sikand: “I’d be curious
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